market-datalisted
Install: claude install-skill from68/claude-portfolio-management-skills
# Market Data Connectors
This plugin gets **all** market and portfolio data from two MCP connectors. Do not
substitute scraped web pages, `yfinance`, or any other library for these — WebSearch is
a supplement for narrative context only (news colour, management commentary), never a
source of numbers that a connector can provide.
| Need | Connector |
| ---- | --------- |
| Quotes, fundamentals, ratios, estimates, news, screening | **FMP** |
| Your actual holdings, cash, allocation, performance, watchlists | **IBKR** |
Both are configured by the user in Claude (Connectors / MCP settings), not by this
plugin. This repository intentionally ships no `.mcp.json`.
---
## FMP connector
Each FMP tool is a family: you pass an `endpoint` plus that endpoint's parameters.
Endpoint names are exact strings — do not invent them. `period` is `"annual"` or
`"quarter"`; `limit` caps the number of rows returned (rows come back newest-first).
### `quote` — live prices
```
quote(endpoint="quote", symbol="AAPL")
quote(endpoint="batch-quote", symbols=["AAPL","MSFT"])
quote(endpoint="quote-short", symbol="AAPL")
```
`quote` returns price, change, day range, 52-week range, volume, average volume,
market cap, trailing P/E, EPS, earnings announcement date, and previous close.
### `statements` — financials, ratios, metrics
```
statements(endpoint="income-statement", symbol="AAPL", period="annual", limit=5)
statements(endpoint="balance-sheet-statement", symbol="AAPL", period="annual", lim